Steve Davies

What were the circumstances that caused you to initially look for an adviser?

I am moving house and needed some help finding the best mortgage to suit my needs. He also found me a solicitor that was able to carry out the conveyancing work at a cost substantially lower than the quote I had received from the estate agent.

How has Steve Davies helped you?

Steve found the most cost effective mortgage for me and helped me to understand what would be involved when it came to selling my property and buying my new home. His insight and knowledge around the conveyancing process was particularly helpful.

Have you seen the outcome you were hoping for?

I received a mortgage offer within 3 days of my application being submitted! Completion on my purchase followed soon after.

What were the circumstances that caused you to initially look for an adviser?

I wanted to invest my savings into a more profitable ISA than I had with my bank.

How has Steve Davies helped you?

He gave me options of different accounts avalible to me.

Have you seen the outcome you were hoping for?

Yes, I am receiving a much higher interest rate.

What could they have done better?

No, I was very happy with the service I received.

What were the circumstances that caused you to initially look for an adviser?

Make my savings work harder.

How has Steve Davies helped you?

Set up regular isa’s for me.

Have you seen the outcome you were hoping for?

Yes.